Smartsheet Basics

Smartsheet Basics

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How to auto populate approval from one sheet to another?

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Sheet 1 has the column of

  • Name (Text)
  • Email (Contact List)
  • Request (Text)
  • Approver (Text)
  • Approval (Yes/No - Dropdown)

Sheet 2 has the columns

  • Approver Name (Text)
  • Approve? (Yes/No - Dropdown)

Once the form for sheet 1 is submitted I have it automated that it'll trigger an email to the 'Approver' contact list to open up Sheet 2 form and approve the request or not (PDF attachment to view the request via document generation).

Is there a way for me to populate onto Sheet 1 that whatever the response is on Sheet 2 it'll populate to the corresponding row in Sheet 1?

Example: Row 1 someone submits form on sheet 1, the approve approves it on sheets 2 and will populate back onto sheet 1 with the response of Yes/No in the 'Approval' column.

not sure if Data Mesh, or automation within the sheet is the best approach but would like to see what the options are if possible.

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